See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $133,922-61.4% | $116,228-55.5% | $142,382-63.7% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.6%+4.4pp | 80.1%-1.2pp |
| Annual return | 17.59% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,317 | $3,446-61.8% | $2,994-56.0% | $4,299-69.4% |
| Participant deferral / active EE | $1,848 | $5,672-67.4% | $4,953-62.7% | $6,507-71.6% |
| Admin fee / account holder | $1,124 | $14,945-92.5% | $11,989-90.6% | $12,624-91.1% |